Cornerstone Wealth Partners, LLC ETF holdings
Okemos, MI
Reported $215.1M in 13 ETFs in its Form 13F for June 30, 2026.
ETF value
$215.1M
ETFs held
13
Change from prior quarter
+22.1%
With price moves
ETFs as a share of its 13F
100.0%
of $215.1M
Top 10 of 13 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVUV | Avantis US Small Cap Value ETF | $63.4M | 508,262 | +40,381 shares |
| AVSC | Avantis US Small Cap Equity ETF | $26.2M | 357,505 | +30,892 shares |
| AVLV | Avantis US Large Cap Value ETF | $25.5M | 279,084 | +25,779 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $25.3M | 529,635 | +73,004 shares |
| AVDV | Avantis International Small Cap Value ETF | $16.8M | 162,609 | +17,368 shares |
| IVV | iShares Core S&P 500 ETF | $12.6M | 16,875 | +2,299 shares |
| AVES | Avantis Emerging Markets Value ETF | $8.8M | 133,744 | +15,735 shares |
| AVEE | Avantis Emerging Markets Small Cap Equity ETF | $8.7M | 126,209 | +14,926 shares |
| AVIV | Avantis International Large Cap Value ETF | $6.8M | 87,479 | +10,143 shares |
| AVDS | Avantis International Small Cap Equity ETF | $6.7M | 89,637 | +10,832 shares |
3 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002109292. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cornerstone Wealth Partners, LLC own?
Cornerstone Wealth Partners, LLC reported 13 ETF positions worth $215.1M in its Form 13F for June 30, 2026. The largest was AVUV, at $63.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.